Tools For Life
Many Americans worry about saving enough for the future and may not understand how to fully take advantage of their employer-sponsored retirement plan. We created this special report to help you make the most of your saving and investing opportunities and help improve your prospects for a comfortable retirement.
“Research shows the average American employee switches jobs 11 times before retiring.”
“Success in life is about more than amassing wealth. It’s about the conscious legacy you leave behind for your loved ones, community, and society.”
“As financial professionals who specialize in helping government employees transition from work to retirement, we understand that you may have questions about when and how you can retire.”
Social Security provides an important source of guaranteed income for most Americans. Choosing the right claiming strategy is even more important under new Social Security regulations.
“In today’s uncertain economy and volatile markets, the retirement dream can seem elusive. Many Americans are worried about whether they can afford to retire and how to ensure that their savings last as long as needed.”
“Personal finance and investing is an enormous field that provides many options. We wrote this guide to help individuals in their 20’s and 30’s navigate the world of investing and personal finance and to help them start thinking seriously about their financial future.”
“Women investors face many challenges to building wealth and securing their financial future. This guide was developed as a resource for women who are seeking guidance on how to take control of their financial lives. We hope that you will find it useful and we encourage you to take notes as you go along and write down any questions you may have.”
“As the end of the year approaches, we know you are busy with holidays, family, and travel, but it is also a good time to do some last minute tax planning. As a courtesy, we want to provide you with a few eleventh-hour tax tips you may find useful. Although tax planning is rarely fun, these strategies could help you keep more of your hard earned money.”